Curtiss-WrightCW
13F holders, Q1 2026 (March 31)908holders +70
143new positions
70sold out
11famous investors
$679.54avg. 13F price*
At the end of Q1 2026, 908 institutions reported holding Curtiss-Wright Corp. (CW) in their 13F filings, up 70 from Q4 2025. 143 opened new positions and 70 sold out. The largest holders were BlackRock, Inc. ($3.1B), Vanguard Capital Management LLC ($1.1B) and State Street Corp. ($1.1B). 11 famous investors held it, including Mario Gabelli (0.8% of GAMCO Investors's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- Curtiss-Wright Corp.
- CUSIP
- 231561101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 143 | $220.5M |
| Exits | 70 | $201.6M |
All 13F filers, Q4 2025 → Q1 2026: 3,173,905 shares bought and 2,473,780 shares sold, net +700,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 908 holders
| BlackRock, Inc. | 0.05% | Add +8.9% | 4,517,724 | $3.1B |
| Vanguard Capital Management LLC | 0.03% | — | 1,652,781 | $1.1B |
| State Street Corp. | 0.04% | Add +14.9% | 1,632,096 | $1.1B |
| Vanguard Portfolio Management LLC | 0.06% | — | 1,616,596 | $1.1B |
| Invesco Ltd. | 0.09% | Add +6.2% | 1,292,624 | $880.4M |
| Geode Capital Management, LLC | 0.04% | Add +11.4% | 937,544 | $637.3M |
| Massachusetts Financial Services Co. | 0.18% | Add +0.4% | 771,508 | $528.8M |
| TD Asset Management Inc | 0.39% | Reduce -8.3% | 710,234 | $483.8M |
| Van Eck Associates Corp. | 0.34% | Reduce -5.0% | 654,570 | $445.8M |
| AQR Capital Management | 0.18% | Add +12.7% | 601,209 | $394.8M |
| Primecap Management Co. | 0.29% | Reduce -4.8% | 536,840 | $365.7M |
| Franklin Resources Inc. | 0.08% | Reduce -0.8% | 486,785 | $331.6M |
| FMR LLC | 0.01% | Add +55.6% | 416,338 | $283.6M |
| Morgan Stanley | 0.02% | Add +7.0% | 414,673 | $282.4M |
| Bank of New York Mellon Corp | 0.05% | Add +0.2% | 401,506 | $273.5M |
| American Century Companies Inc. | 0.14% | Reduce -19.3% | 390,686 | $266.1M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +1.5% | 333,420 | $227.1M |
| Northern Trust Corp. | 0.03% | Add +8.2% | 318,244 | $216.8M |
| Allspring Global Investments Holdings, LLC | 0.33% | Reduce -11.7% | 282,464 | $196.9M |
| Goldman Sachs Group Inc. | 0.03% | Add +30.8% | 279,035 | $190.1M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -16.0% | 243,025 | $165.4M |
| William Blair Investment Management, LLC | 0.52% | Reduce -16.5% | 232,069 | $158.1M |
| Vanguard Fiduciary Trust Co. | 0.04% | — | 229,053 | $156.0M |
| Congress Asset Management Co. | 1.11% | Reduce -15.6% | 227,835 | $155.2M |
| Driehaus Capital Management LLC | 1.13% | Reduce -1.7% | 225,759 | $153.8M |
| First Trust Advisors LP | 0.10% | Add +19.9% | 206,021 | $140.3M |
| Fiera Capital Corp | 0.48% | Add +0.8% | 204,498 | $139.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.09% | Add +23.3% | 203,487 | $138.6M |
| T. Rowe Price Associates Inc. | 0.02% | Add +0.9% | 196,723 | $134.0M |
| UBS Group AG | 0.02% | Add +30.3% | 186,878 | $127.3M |
| Alliancebernstein L.P. | 0.04% | Add +12.6% | 229,191 | $126.3M |
| Bank of America Corp. | 0.01% | Add +31.3% | 179,221 | $122.1M |
| Blair William & Co. | 0.33% | Add +6.4% | 167,027 | $113.8M |
| TimesSquare Capital Management, LLC | 1.90% | Reduce -0.1% | 164,493 | $112.0M |
| Quantinno Capital Management LP | 0.19% | Add +23.8% | 163,178 | $111.1M |
| Swedbank AB | 0.12% | Add +72.4% | 161,178 | $109.8M |
| Ameriprise Financial Inc. | 0.03% | Add +11.2% | 158,285 | $107.8M |
| Victory Capital Management Inc. | 0.07% | Add +5.7% | 157,152 | $107.0M |
| Axiom Investors LLC | 1.16% | Add +9.9% | 153,309 | $104.4M |
| Envestnet Asset Management Inc. | 0.03% | Add +7.8% | 152,024 | $103.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +32.3% | 149,582 | $101.9M |
| Nuveen, LLC | 0.03% | Add +13.7% | 144,637 | $98.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.11% | Add +284.2% | 133,007 | $90.6M |
| Deutsche Bank AG | 0.03% | Add +812.9% | 129,572 | $88.3M |
| GAMCO Investors | 0.84% | Reduce -3.5% | 125,447 | $85.4M |
| SG Americas Securities, LLC | 0.09% | Add +373.1% | 123,018 | $83.8M |
| Fisher Asset Management | 0.03% | Reduce -7.1% | 122,672 | $83.6M |
| Fayez Sarofim & Co | 0.21% | No change | 121,724 | $82.9M |
| JPMorgan Chase & Co. | 0.01% | Add +13.6% | 127,907 | $80.8M |
| Legal & General Group Plc | 0.02% | Add +71.0% | 117,682 | $80.2M |
| TD Waterhouse Canada Inc. | 0.23% | Add +864.0% | 113,667 | $79.0M |
| Brown Advisory Inc. | 0.13% | Reduce -24.8% | 114,642 | $78.1M |
| Clark Capital Management Group, Inc. | 0.47% | Reduce -14.8% | 111,360 | $75.8M |
| Silvercrest Asset Management Group LLC | 0.54% | Reduce -3.5% | 109,974 | $74.9M |
| Swiss National Bank | 0.04% | Add +45.7% | 108,200 | $73.7M |
| Amundi | 0.02% | Add +670.5% | 104,761 | $71.4M |
| Rhumbline Advisers | 0.06% | Add +7.1% | 103,024 | $70.2M |
| Vaughan Nelson Investment Management, L.P. | 0.65% | Add +2.2% | 94,740 | $64.5M |
| Gabelli Funds LLC | 0.44% | Reduce -6.2% | 94,662 | $64.5M |
| Wedge Capital Management L L P | 1.13% | Reduce -19.3% | 90,045 | $61.3M |
| Lazard Asset Management LLC | 0.10% | Reduce -41.0% | 88,986 | $60.6M |
| Wells Fargo & Company | 0.01% | Add +5.1% | 88,491 | $60.3M |
| ArrowMark Colorado Holdings LLC | 1.58% | Reduce -10.3% | 87,542 | $59.6M |
| Retirement Systems of Alabama | 0.20% | Add +1.1% | 86,971 | $59.2M |
| Principal Financial Group Inc. | 0.03% | Reduce -50.0% | 86,272 | $58.8M |
| Raymond James Financial Inc. | 0.02% | Add +4.8% | 87,039 | $57.9M |
| Sei Investments Co. | 0.05% | Reduce -25.6% | 83,859 | $57.1M |
| Baird Financial Group, Inc. | 0.09% | Reduce -4.0% | 82,038 | $55.9M |
| Jane Street Group, LLC | 0.06% | Reduce -53.2% | 81,374 | $55.4M |
| Hardman Johnston Global Advisors LLC | 2.53% | Reduce -8.4% | 78,267 | $53.3M |
| Schroder Investment Management Group | 0.04% | Add +20.0% | 81,266 | $51.4M |
| Panagora Asset Management Inc. | 0.19% | Reduce -15.7% | 73,872 | $50.3M |
| Vident Advisory, LLC | 0.42% | Reduce -0.3% | 72,319 | $49.3M |
| Gotham Asset Management | 0.15% | Add +12.5% | 71,872 | $49.0M |
| California Public Employees Retirement System | 0.03% | Add +0.9% | 71,294 | $48.6M |
| CIBC Bancorp USA Inc. | 0.06% | — | 67,403 | $45.9M |
| LPL Financial LLC | 0.01% | Add +21.3% | 66,742 | $45.5M |
| Citadel Advisors | 0.03% | Add +57.5% | 64,402 | $43.9M |
| GW&K Investment Management, LLC | 0.38% | New | 63,033 | $42.9M |
| Whittier Trust Co. | 0.48% | Reduce -2.4% | 61,260 | $42.8M |
| Citigroup Inc. | 0.03% | Add +45.9% | 59,884 | $40.8M |
| Barclays PLC | 0.01% | Add +2.8% | 59,883 | $40.8M |
| Zurich Insurance Group Ltd | 0.31% | Reduce -8.4% | 58,056 | $39.5M |
| KLP Kapitalforvaltning As | 0.15% | Add +380.0% | 57,220 | $39.0M |
| New York State Common Retirement Fund | 0.05% | No change | 56,989 | $38.8M |
| Credit Agricole S A | 0.12% | Add +3.0% | 54,218 | $36.9M |
| Curi Capital, LLC | 0.65% | Reduce -3.3% | 53,497 | $36.4M |
| National Bank of Canada | 0.04% | Reduce -15.1% | 53,487 | $36.4M |
| Wellington Management Group LLP | 0.01% | Reduce -5.7% | 50,621 | $34.5M |
| Natixis Advisors, LLC | 0.05% | Add +15.7% | 50,493 | $34.4M |
| New York State Teachers Retirement System | 0.07% | Reduce -3.0% | 49,316 | $33.6M |
| 1832 Asset Management L.P. | 0.04% | Add +68.6% | 46,317 | $31.5M |
| Allianz Asset Management GmbH | 0.04% | Add +66.4% | 46,234 | $31.5M |
| Voloridge Investment Management, LLC | 0.12% | Reduce -61.7% | 45,774 | $31.2M |
| Daiwa Securities Group Inc. | 0.09% | Add +40.7% | 45,364 | $30.9M |
| Royal Bank of Canada | 0.01% | Add +56.9% | 44,457 | $30.3M |
| Lord, Abbett & Co. LLC | 0.10% | Reduce -18.1% | 44,291 | $30.2M |
| HWG Holdings LP | 7.84% | Add +34.5% | 43,627 | $29.7M |
| Acadian Asset Management LLC | 0.04% | Add +136.9% | 42,460 | $28.9M |
| Osaic Holdings, Inc. | 0.04% | Reduce -14.4% | 42,361 | $28.9M |
| California State Teachers Retirement System | 0.03% | Add +19.4% | 42,224 | $28.8M |
| Two Sigma Investments, LP | 0.02% | Reduce -54.1% | 41,311 | $28.1M |
| Visualize Group LP | 11.45% | Add +32.5% | 40,816 | $27.8M |
| CANADA LIFE ASSURANCE Co | 0.05% | Add +25.4% | 40,677 | $27.7M |
| Bessemer Group Inc. | 0.04% | Add +3.9% | 40,109 | $27.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +45331.4% | 39,071 | $26.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.05% | Add +33.5% | 38,949 | $26.5M |
| DNB Asset Management AS | 0.09% | Add +75.7% | 38,889 | $26.5M |
| Scopus Asset Management, L.P. | 0.80% | Reduce -31.8% | 37,322 | $25.4M |
| Arbejdsmarkedets Tillaegspension | 0.61% | Reduce -16.2% | 36,153 | $24.6M |
| Eagle Global Advisors LLC | 0.89% | No change | 36,124 | $24.6M |
| BNP Paribas Financial Markets | 0.02% | Add +10.1% | 34,662 | $23.6M |
| Jones Financial Companies LLLP | 0.01% | Add +1920.2% | 34,869 | $23.1M |
| ArchPoint Investors | 5.48% | Reduce -19.6% | 33,800 | $23.0M |
| Smith Salley Wealth Management | 1.13% | Add +0.9% | 33,062 | $22.5M |
| State Board of Administration of Florida Retirement System | 0.04% | Add +5.0% | 32,768 | $22.3M |
| Wealth High Governance Asset Management Ltda. | 3.45% | Add +6.3% | 32,425 | $22.1M |
| Midwest Trust Co | 0.28% | Reduce -2.4% | 32,378 | $22.1M |
| Russell Investments Group, Ltd. | 0.02% | Add +24.6% | 32,225 | $21.9M |
| State of Wisconsin Investment Board | 0.05% | Reduce -36.2% | 31,717 | $21.6M |
| Covea Finance | 0.75% | Reduce -12.9% | 31,581 | $21.5M |
| Teacher Retirement System of Texas | 0.09% | Add +55.9% | 30,839 | $21.0M |
| State of Alaska, Department of Revenue | 0.23% | Add +0.1% | 30,787 | $21.0M |
| Fort Washington Investment Advisors Inc. | 0.12% | Reduce -14.6% | 30,660 | $20.9M |
| Stifel Financial Corp. | 0.02% | Reduce -0.3% | 30,587 | $20.8M |
| Exchange Traded Concepts, LLC | 0.16% | Reduce -19.3% | 29,573 | $20.1M |
| Ensign Peak Advisors, Inc | 0.04% | Add +13.4% | 29,540 | $20.1M |
| Nomura Asset Management International Inc. | 0.03% | Reduce -22.6% | 28,968 | $19.7M |
| Captrust Financial Advisors | 0.03% | Add +40.0% | 28,309 | $19.2M |
| Canada Pension Plan Investment Board | 0.01% | Add +108.9% | 27,543 | $18.8M |
| Neuberger Berman Group LLC | 0.01% | Reduce -51.0% | 27,400 | $18.7M |
| Corient Private Wealth LP | 0.03% | Add +303.6% | 27,059 | $18.4M |
| Whittier Trust Co. of Nevada Inc. | 0.38% | Reduce -8.1% | 26,127 | $18.3M |
| Agf Management Ltd. | 0.08% | Reduce -2.3% | 26,731 | $18.2M |
| GHP Investment Advisors, Inc. | 0.75% | Reduce -10.8% | 26,588 | $18.1M |
| Systematic Financial Management LP | 0.41% | Reduce -13.3% | 26,574 | $18.1M |
| Ieq Capital, LLC | 0.08% | Add +6.4% | 26,131 | $17.8M |
| Dorsey Wright & Associates | 2.18% | Add +55.2% | 25,813 | $17.6M |
| Thrivent Financial for Lutherans | 0.03% | Add +0.7% | 25,640 | $17.5M |
| Fideuram Asset Management (Ireland) dac | 2.21% | New | 25,477 | $17.4M |
| Munro Partners | 0.58% | Add +33.9% | 25,190 | $17.2M |
| Cerity Partners LLC | 0.02% | Add +28.2% | 25,166 | $17.1M |
| Los Angeles Capital Management LLC | 0.07% | Add +223.4% | 24,813 | $16.9M |
| Mariner, LLC | 0.02% | Add +46.7% | 24,366 | $16.6M |
| Tudor Investment Corporation | 0.09% | Reduce -53.9% | 24,247 | $16.5M |
| Point72 Asset Management | 0.03% | Reduce -67.4% | 24,001 | $16.3M |
| Danske Bank A/S | 0.04% | Add +5264.7% | 23,873 | $16.3M |
| Algert Global LLC | 0.24% | Reduce -47.8% | 23,756 | $16.2M |
| AustralianSuper Pty Ltd | 0.08% | Reduce -0.6% | 23,649 | $16.1M |
| Running Oak Capital LLC | 2.15% | Reduce -26.7% | 23,319 | $15.9M |
| Frontier Capital Management Co. LLC | 0.16% | Reduce -3.7% | 23,192 | $15.8M |
| Cetera Investment Advisers | 0.02% | Add +0.8% | 22,996 | $15.7M |
| Appleton Partners Inc. | 1.06% | Reduce -1.8% | 22,246 | $15.2M |
| Cwm, LLC | 0.04% | Add +20.2% | 22,147 | $15.1M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -89.3% | 22,124 | $15.1M |
| Woodline Partners LP | 0.06% | Reduce -72.3% | 21,772 | $14.8M |
| Man Group plc | 0.03% | Reduce -37.9% | 21,428 | $14.6M |
| Prudential Financial Inc. | 0.02% | Reduce -21.4% | 21,376 | $14.6M |
| Public Employees Retirement Association of Colorado | 0.06% | Reduce -67.7% | 21,178 | $14.4M |
| LaFleur & Godfrey LLC | 1.73% | Reduce -2.3% | 20,379 | $13.9M |
| Oddo BHF Asset Management Sas | 0.55% | Add +2.0% | 20,203 | $13.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -7.5% | 19,936 | $13.6M |
| Voya Investment Management LLC | 0.02% | Reduce -5.2% | 19,846 | $13.5M |
| Horizon Investments, LLC | 0.15% | Add +4.6% | 19,642 | $13.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Add +1.2% | 19,492 | $13.3M |
| Advisors Asset Management, Inc. | 0.22% | Reduce -1.8% | 19,250 | $13.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -6.2% | 19,103 | $13.0M |
| Fifth Third Bancorp | 0.02% | Add +1568.3% | 18,451 | $12.6M |
| Federation des caisses Desjardins du Quebec | 0.04% | Add +36.2% | 18,345 | $12.5M |
| MetLife Investment Management, LLC | 0.06% | Add +0.6% | 18,137 | $12.4M |
| Millennium Management | 0.01% | Reduce -92.4% | 18,093 | $12.3M |
| Bahl & Gaynor LLC | 0.06% | Add +2.3% | 18,070 | $12.3M |
| Public Sector Pension Investment Board | 0.04% | New | 18,000 | $12.3M |
| Hantz Financial Services, Inc. | 0.19% | Reduce -13.6% | 17,973 | $12.2M |
| Wealth High Governance Capital Ltda | 3.59% | Reduce -9.8% | 17,575 | $12.0M |
| BW Gestao de Investimentos Ltda. | 0.53% | Reduce -9.8% | 17,575 | $12.0M |
| Vanguard Investments Australia, Ltd. | 0.03% | — | 17,075 | $11.6M |
| Amalgamated Bank | 0.09% | Add +2.5% | 16,709 | $11.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Add +8691.9% | 16,353 | $11.1M |
| Intech Investment Management LLC | 0.11% | Add +31.8% | 15,836 | $10.8M |
| HighTower Advisors, LLC | 0.01% | Add +1.5% | 15,816 | $10.8M |
| Police & Firemen's Retirement System of New Jersey | 0.09% | Reduce -1.3% | 15,809 | $10.8M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -0.1% | 15,742 | $10.7M |
| South Dakota Investment Council | 0.20% | Reduce -0.3% | 15,738 | $10.7M |
| Asset Management One Co., Ltd. | 0.03% | New | 15,685 | $10.7M |
| Hood River Capital Management LLC | 0.11% | Add +17.5% | 15,643 | $10.7M |
| Empowered Funds, LLC | 0.07% | New | 15,360 | $10.5M |
| Vanguard Global Advisers, LLC | 0.01% | — | 15,338 | $10.4M |
| Texas Yale Capital Corp. | 0.29% | No change | 15,210 | $10.4M |
| Nordea Investment Management AB | 0.01% | Reduce -33.6% | 15,408 | $10.2M |
| Pictet Asset Management Holding SA | 0.01% | Add +165.1% | 14,922 | $10.2M |
| Creative Planning | 0.01% | Add +31.4% | 14,808 | $10.1M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.10% | Add +304.2% | 14,696 | $10.0M |
| Burney Co./ | 0.31% | Reduce -16.5% | 14,531 | $9.9M |
| State of Tennessee, Department of Treasury | 0.03% | No change | 14,366 | $9.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 14,218 | $9.7M |
| Mutual of America Capital Management LLC | 0.11% | Reduce -7.9% | 14,129 | $9.6M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +150.2% | 13,691 | $9.3M |
| O'shaughnessy Asset Management, LLC | 0.05% | Reduce -30.4% | 13,511 | $9.2M |
| Beese Fulmer Investment Management, Inc. | 0.58% | Reduce -4.0% | 13,394 | $9.1M |
| Waratah Capital Advisors Ltd. | 0.81% | Reduce -65.6% | 13,310 | $9.1M |
| Tidal Investments LLC | 0.03% | Add +874.2% | 13,152 | $8.9M |
| Atika Capital Management LLC | 1.40% | Add +31.6% | 13,000 | $8.9M |
| O'Brien Greene & Co. Inc | 2.49% | Add +2.6% | 12,941 | $8.8M |
| Holocene Advisors, LP | 0.02% | New | 12,933 | $8.8M |
| Korea Investment CORP | 0.02% | New | 12,819 | $8.7M |
| Inspire Investing, LLC | 0.51% | Add +30.2% | 12,806 | $8.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.2% | 13,692 | $8.7M |
| Truist Financial Corp. | 0.01% | Add +1.3% | 12,644 | $8.6M |
| State of New Jersey Common Pension Fund D | 0.03% | Add +1.1% | 12,290 | $8.4M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -1.6% | 11,995 | $8.2M |
| Marks Group Wealth Management, Inc | 0.78% | Reduce -36.2% | 11,897 | $8.1M |
| Teachers Retirement System of the State of Kentucky | 0.06% | No change | 11,817 | $8.0M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +8271.4% | 11,720 | $8.0M |
| MML Investors Services, LLC | 0.02% | Reduce -23.5% | 11,578 | $7.9M |
| Bourgeon Capital Management LLC | 1.40% | Reduce -51.9% | 11,573 | $7.9M |
| Aventail Capital Group, LP | 0.38% | Add +659.0% | 11,545 | $7.9M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -3.7% | 11,514 | $7.8M |
| Bridgewater Associates | 0.03% | Reduce -76.1% | 11,175 | $7.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +16.4% | 11,086 | $7.6M |
| iA Global Asset Management Inc. | 0.11% | Reduce -12.5% | 11,040 | $7.5M |
| Louisiana State Employees Retirement System | 0.13% | Add +4.9% | 10,700 | $7.3M |
| Pacer Advisors, Inc. | 0.02% | Reduce -1.1% | 10,639 | $7.2M |
| Resona Asset Management Co.,Ltd. | 0.04% | New | 10,711 | $7.2M |
| Focus Partners Wealth | 0.01% | Add +14.6% | 10,391 | $7.1M |
| KCM Investment Advisors LLC | 0.24% | Add +1.5% | 10,445 | $7.1M |
| Aviva PLC | 0.01% | New | 10,426 | $7.1M |
| Cardinal Capital Management | 0.90% | Reduce -2.1% | 10,284 | $7.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -16.9% | 10,105 | $6.9M |
| Pinnbrook Capital Management LP | 5.60% | Add +58.9% | 10,059 | $6.9M |
| Arizona State Retirement System | 0.04% | Reduce -4.6% | 10,025 | $6.8M |
| Rafferty Asset Management, LLC | 0.03% | Add +8.8% | 9,900 | $6.7M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -10.3% | 9,871 | $6.7M |
| Susquehanna International Group, LLP | 0.01% | Reduce -41.0% | 9,871 | $6.7M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -10.8% | 9,830 | $6.7M |
| Rodgers Brothers Inc. | 0.77% | Reduce -3.7% | 9,825 | $6.7M |
| HSBC Holdings PLC | 0.00% | Reduce -70.9% | 9,718 | $6.6M |
| Yousif Capital Management, LLC | 0.08% | Reduce -6.2% | 9,426 | $6.4M |
| Vinva Investment Management Ltd | 0.08% | New | 10,005 | $6.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +0.1% | 9,238 | $6.3M |
| State of Michigan Retirement System | 0.03% | Add +1.1% | 8,861 | $6.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.05% | Add +341.1% | 8,835 | $6.0M |
| ABN AMRO Bank N.V. | 0.06% | Add +23.5% | 8,669 | $5.9M |
| Federated Hermes, Inc. | 0.01% | Add +25.9% | 8,711 | $5.9M |
| Diversify Wealth Management, LLC | 0.11% | Add +57.8% | 8,480 | $5.9M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.03% | New | 8,440 | $5.7M |
| Northwestern Mutual Investment Management Company, LLC | 0.09% | Add +0.1% | 8,261 | $5.6M |
| Bokf, NA | 0.09% | Add +0.1% | 8,260 | $5.6M |
| Elevatus Welath Management | 2.94% | No change | 8,225 | $5.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.7% | 8,120 | $5.5M |
| Baer Investment Advisory LLC | 7.68% | Reduce -0.3% | 7,941 | $5.4M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.08% | — | 7,928 | $5.4M |
| Campbell Newman Asset Management Inc. | 0.43% | Reduce -7.3% | 7,808 | $5.3M |
| New Mexico Educational Retirement Board | 0.16% | No change | 7,800 | $5.3M |
| Oregon Public Employees Retirement Fund | 0.07% | Add +3.0% | 7,595 | $5.2M |
| Ameritas Investment Partners, Inc. | 0.16% | Add +0.5% | 7,492 | $5.1M |
| Swiss Life Asset Management Ltd | 0.02% | Add +191.7% | 7,349 | $5.0M |
| FIL Ltd | 0.00% | Reduce -45.6% | 7,332 | $5.0M |
| Chilton Investment Co. Inc. | 0.12% | Reduce -0.0% | 7,309 | $5.0M |
| Harvest Investment Services, LLC | 0.90% | Reduce -0.3% | 7,259 | $4.9M |
| Hennion & Walsh Asset Management, Inc. | 0.16% | Add +16.8% | 7,147 | $4.9M |
| Ethic Inc. | 0.07% | Add +0.4% | 6,918 | $4.7M |
| Harel Insurance Investments & Financial Services Ltd. | 0.03% | Add +39.0% | 6,899 | $4.7M |
| D. E. Shaw & Co. | 0.00% | Reduce -45.3% | 6,821 | $4.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +17.6% | 6,666 | $4.5M |
| US Bancorp \de | 0.01% | Reduce -3.7% | 6,654 | $4.5M |
| Jain Global LLC | 0.06% | Add +176.6% | 6,630 | $4.5M |
| Brooklyn Investment Group | 0.14% | Add +9.7% | 6,607 | $4.5M |
| Xponance LLC | 0.03% | Add +90.5% | 6,594 | $4.5M |
| Oppenheimer Asset Management Inc. | 0.05% | Add +29.8% | 6,497 | $4.4M |
| Vest Financial, LLC | 0.05% | Add +89.8% | 6,316 | $4.3M |
| Park Avenue Securities LLC | 0.03% | Reduce -0.3% | 6,295 | $4.3M |
| Assetmark, Inc. | 0.01% | Reduce -9.4% | 6,199 | $4.2M |
| Nicholas Investment Partners, LP | 0.35% | No change | 6,194 | $4.2M |
| New Age Alpha Advisors, LLC | 0.19% | Reduce -2.4% | 6,116 | $4.2M |
| Radnor Capital Management, LLC | 0.62% | Add +0.3% | 6,107 | $4.2M |
| Weiss Asset Management LP | 0.11% | New | 6,095 | $4.2M |
| Tribune Investment Group LP | 2.74% | Reduce -64.7% | 6,000 | $4.1M |
| Utah Retirement Systems | 0.04% | Reduce -4.2% | 5,978 | $4.1M |
| Illinois Municipal Retirement Fund | 0.05% | Add +11.8% | 5,977 | $4.1M |
| Commerce Bank | 0.02% | Add +15.1% | 5,962 | $4.1M |
| Sanctuary Advisors, LLC | 0.02% | Add +10.3% | 5,958 | $4.1M |
| CI Investments Inc. | 0.02% | Reduce -3.3% | 5,916 | $4.0M |
| Candriam S.C.A. | 0.02% | Add +37.3% | 5,835 | $4.0M |
| Bank of Montreal | 0.00% | Add +9.5% | 5,834 | $4.0M |
| Summit Trail Advisors, LLC | 0.06% | Add +16.9% | 5,824 | $4.0M |
| STRS Ohio | 0.02% | Reduce -0.3% | 5,780 | $3.9M |
| Toronto Dominion Bank | 0.01% | Add +436.3% | 5,738 | $3.9M |
| Voleon Capital Management LP | 0.08% | Reduce -18.6% | 5,739 | $3.9M |
| Nisa Investment Advisors, LLC | 0.01% | Add +202.9% | 5,662 | $3.9M |
| Natixis | 0.02% | New | 5,566 | $3.8M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -35.7% | 5,460 | $3.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +1.3% | 5,365 | $3.7M |
| Tredje AP-fonden | 0.02% | New | 5,320 | $3.6M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +2.3% | 5,262 | $3.6M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | New | 5,082 | $3.5M |
| KBC Group NV | 0.01% | Add +353.4% | 5,046 | $3.4M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.03% | Add +22.3% | 5,020 | $3.4M |
| Brevan Howard Capital Management LP | 0.03% | Reduce -75.8% | 4,841 | $3.3M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0.41% | New | 4,800 | $3.3M |
| Erste Asset Management GmbH | 0.03% | No change | 5,057 | $3.2M |
| Private Advisor Group, LLC | 0.01% | Add +0.7% | 4,686 | $3.2M |
| Nissay Asset Management Corp. /Japan | 0.02% | New | 4,657 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | Add +11.8% | 4,624 | $3.1M |
| Oak Thistle LLC | 0.30% | Add +118.7% | 4,528 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -18.9% | 4,501 | $3.1M |
| Level Four Advisory Services, LLC | 0.10% | Reduce -1.3% | 4,457 | $3.0M |
| Integrated Wealth Concepts LLC | 0.02% | Add +212.1% | 4,360 | $3.0M |
| Allstate Corp. | 0.03% | New | 4,335 | $3.0M |
| Genus Capital Management Inc. | 0.34% | Reduce -18.9% | 4,300 | $2.9M |
| &partners | 0.01% | Add +45.9% | 4,179 | $2.9M |
| PDT Partners, LLC | 0.17% | No change | 4,239 | $2.9M |
| Atria Investments, Inc | 0.03% | Reduce -0.5% | 4,228 | $2.9M |
| Sumitomo Life Insurance Co. | 0.07% | Add +194.7% | 4,140 | $2.8M |
| Ritholtz Wealth Management | 0.05% | Reduce -0.1% | 4,082 | $2.8M |
| Bank of Nova Scotia | 0.00% | Add +45.6% | 4,077 | $2.8M |
| Peak Financial Advisors LLC | 1.21% | Reduce -0.2% | 4,004 | $2.7M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +0.9% | 3,997 | $2.7M |
| Sterling Capital Management LLC | 0.05% | Reduce -23.1% | 3,942 | $2.7M |
| OP Asset Management Ltd | 0.03% | New | 3,847 | $2.6M |
| Jefferies Financial Group Inc. | 0.03% | Add +505.6% | 3,821 | $2.6M |
| Renaissance Technologies | 0.00% | Reduce -69.8% | 3,800 | $2.6M |
| Linden Thomas Advisory Services, LLC | 0.25% | Add +4.7% | 3,799 | $2.6M |
| Caprock Group, LLC | 0.06% | Reduce -9.4% | 3,751 | $2.6M |
| Legacy Wealth Asset Management, LLC | 0.62% | Add +0.5% | 3,738 | $2.5M |
| Wellington Shields Capital Management, LLC | 0.38% | Add +4.9% | 3,723 | $2.5M |
| Mackenzie Financial Corp. | 0.00% | Reduce -33.9% | 3,713 | $2.5M |
| Globeflex Capital L P | 0.38% | Add +44.3% | 3,696 | $2.5M |
| IFM Investors Pty Ltd | 0.02% | New | 3,684 | $2.5M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.58% | No change | 3,652 | $2.5M |
| Susquehanna Fundamental Investments, LLC | 0.09% | New | 3,642 | $2.5M |
| Freemont Management S.A. | 0.45% | Reduce -10.3% | 3,500 | $2.4M |
| Guggenheim Capital LLC | 0.02% | Add +226.7% | 3,466 | $2.4M |
| AIA Group Ltd | 0.03% | Add +0.6% | 3,412 | $2.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -80.0% | 3,360 | $2.3M |
| Edmond DE Rothschild Holding S.A. | 0.03% | Add +10.8% | 3,298 | $2.2M |
| Principal Securities, Inc. | 0.03% | Reduce -5.9% | 3,238 | $2.2M |
| Eurizon Capital SGR S.p.A. | 0.01% | Add +557.9% | 3,250 | $2.2M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Add +13.9% | 3,184 | $2.2M |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0.04% | New | 3,160 | $2.2M |
| Vestcor Inc | 0.06% | Add +34.2% | 3,128 | $2.1M |
| WCM Investment Management, LLC | 0.00% | Reduce -25.1% | 3,277 | $2.1M |
| Capital Management Associates | 3.39% | No change | 3,000 | $2.0M |
| Ostrum Asset Management | 0.11% | Add +24.2% | 2,975 | $2.0M |
| DDFG, Inc | 0.42% | No change | 2,860 | $1.9M |
| Gulf International Bank (UK) Ltd | 0.04% | New | 2,835 | $1.9M |
| Lisanti Capital Growth, LLC | 0.48% | Reduce -1.9% | 2,790 | $1.9M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +17.3% | 2,790 | $1.9M |
| Norden Group LLC | 0.18% | Reduce -16.8% | 2,783 | $1.9M |
| Crossmark Global Holdings, Inc. | 0.03% | Reduce -5.7% | 2,780 | $1.9M |
| DAVENPORT & Co LLC | 0.01% | Add +5.3% | 2,779 | $1.9M |
| Securian Asset Management, Inc. | 0.07% | Add +1.1% | 2,717 | $1.9M |
| Investment Management Corp of Ontario | 0.02% | New | 2,640 | $1.8M |
| Quadrant Capital Group LLC | 0.05% | Add +36.8% | 2,639 | $1.8M |
| Merit Financial Group, LLC | 0.01% | Add +22.9% | 2,613 | $1.8M |
| Havemeyer Place LP | 0.20% | Add +503.0% | 2,605 | $1.8M |
| Pallas Capital Advisors LLC | 0.07% | Add +1.8% | 2,593 | $1.8M |
| VestGen Advisors, LLC | 0.05% | Add +464.4% | 2,393 | $1.8M |
| Gibbs Wealth Management | 0.23% | Add +16.4% | 2,565 | $1.7M |
| SEB Asset Management AB | 0.01% | — | 2,564 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -29.3% | 2,548 | $1.7M |
| Brighton Jones LLC | 0.04% | New | 2,500 | $1.7M |
| Candelo Capital Management LP | 1.71% | Reduce -18.8% | 2,499 | $1.7M |
| Benjamin Edwards Inc. | 0.02% | Reduce -17.0% | 2,473 | $1.7M |
| Quest Investment Management LLC | 0.19% | Reduce -17.0% | 2,421 | $1.6M |
| Wolverine Asset Management LLC | 0.09% | New | 2,400 | $1.6M |
| Cadinha & Co. LLC | 0.30% | Add +2.6% | 2,378 | $1.6M |
| Main Management ETF Advisors, LLC | 0.06% | New | 2,374 | $1.6M |
| S&co Inc. | 0.10% | No change | 2,372 | $1.6M |
| AMG National Trust Bank | 0.03% | Add +100.0% | 2,336 | $1.6M |
| Occudo Quantitative Strategies LP | 0.09% | Reduce -51.8% | 2,203 | $1.6M |
| Diversified Trust Co. | 0.03% | Add +0.1% | 2,313 | $1.6M |
| Penserra Capital Management LLC | 0.02% | New | 2,311 | $1.6M |
| Coastal Bridge Advisors, LLC | 0.11% | New | 2,260 | $1.5M |
| M&T Bank Corp | 0.01% | Reduce -4.5% | 2,255 | $1.5M |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +114.0% | 2,230 | $1.5M |
| Caldwell Investment Management Ltd. | 0.60% | New | 2,400 | $1.5M |
| Chicago Partners Investment Group LLC | 0.03% | Add +19.8% | 2,133 | $1.5M |
| Trexquant Investment LP | 0.01% | Reduce -78.3% | 2,217 | $1.5M |
| Regions Financial Corp. | 0.01% | Add +8.9% | 2,216 | $1.5M |
| Qtron Investments LLC | 0.20% | No change | 2,171 | $1.5M |
| CCG Wealth Management, LLC | 0.40% | Add +1.3% | 2,162 | $1.5M |
| Inscription Capital, LLC | 0.15% | Reduce -10.5% | 2,146 | $1.5M |
| TD Private Client Wealth LLC | 0.03% | Reduce -3.0% | 2,142 | $1.5M |
| Bannerstone Capital Management, LLC | 1.35% | New | 2,140 | $1.5M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Reduce -59.1% | 2,136 | $1.5M |
| AG2R La Mondiale Gestion D'actifs | 0.07% | New | 2,126 | $1.4M |
| Keybank National Association | 0.01% | Reduce -0.8% | 2,126 | $1.4M |
| Abn Amro Investment Solutions | 0.02% | New | 2,085 | $1.4M |
| National Pension Service | 0.00% | New | 2,079 | $1.4M |
| Blue Capital, Inc. | 0.92% | No change | 2,072 | $1.4M |
| Rice Hall James & Associates, LLC | 0.08% | Reduce -10.7% | 2,053 | $1.4M |
| Evergreen Capital Management LLC | 0.03% | Add +49.9% | 2,016 | $1.4M |
| Weik Capital Management | 0.54% | No change | 2,000 | $1.4M |
| Choreo, LLC | 0.02% | Reduce -2.5% | 1,998 | $1.4M |
| Portside Wealth Group, LLC | 0.18% | Reduce -21.6% | 1,983 | $1.4M |
| Moody LYNN Lieberson & Walker, LLC | 0.07% | Reduce -2.7% | 1,957 | $1.3M |
| Brookwood Investment Group LLC | 0.17% | No change | 1,935 | $1.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -18.9% | 1,988 | $1.3M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,893 | $1.3M |
| Tobam | 0.34% | New | 1,918 | $1.3M |
| Shelton Capital Management | 0.03% | Add +55.5% | 1,892 | $1.3M |
| MAI Capital Management | 0.01% | Add +29.5% | 1,878 | $1.3M |
| Aaron Wealth Advisors LLC | 0.07% | Reduce -34.2% | 1,874 | $1.3M |
| Maryland State Retirement & Pension System | 0.03% | No change | 1,874 | $1.3M |
| Themes Management Co LLC | 0.78% | Add +68.0% | 1,850 | $1.3M |
| VestGen Investment Management | 0.69% | Reduce -1.1% | 1,849 | $1.3M |
| QP Wealth Management, LLC | 2.10% | New | 1,798 | $1.2M |
| Charter Capital Management, LLC\DE | 0.61% | No change | 1,786 | $1.2M |
| Alliance Wealth Advisors, LLC | 0.26% | Reduce -43.4% | 1,783 | $1.2M |
| CIBC Asset Management Inc | 0.00% | Add +48.0% | 1,754 | $1.2M |
| Picton Mahoney Asset Management | 0.01% | Add +11.7% | 1,753 | $1.2M |
| Coldstream Capital Management Inc. | 0.01% | Add +2.8% | 1,742 | $1.2M |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.40% | Reduce -40.1% | 1,737 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | Add +14.7% | 1,703 | $1.2M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | New | 1,697 | $1.2M |
| Founders Financial Alliance, LLC | 0.21% | No change | 1,685 | $1.1M |
| ProShare Advisors LLC | 0.00% | Add +13.2% | 1,674 | $1.1M |
| Lido Advisors, LLC | 0.00% | Add +0.8% | 1,672 | $1.1M |
| Two Sigma Securities, LLC | 0.13% | Reduce -23.0% | 1,650 | $1.1M |
| Waterloo Capital, L.P. | 0.08% | New | 1,649 | $1.1M |
| Glenmede Trust Co. NA | 0.01% | Reduce -15.2% | 1,637 | $1.1M |
| Fifth Third Wealth Advisors LLC | 0.04% | Add +17.4% | 1,629 | $1.1M |
| Corient IA LP | 1.04% | Reduce -19.0% | 1,620 | $1.1M |
| Csenge Advisory Group | 0.05% | Reduce -38.8% | 1,610 | $1.1M |
| Macquarie Group Ltd. | 0.01% | New | 1,585 | $1.1M |
| NWF Advisory Services Inc. | 0.12% | Reduce -21.2% | 1,580 | $1.1M |
| HMS Capital Management, LLC | 0.41% | Add +4.1% | 1,567 | $1.1M |
| Redwood Investment Management, LLC | 0.13% | Reduce -21.2% | 1,557 | $1.1M |
| Trail Ridge Investment Advisors, LLC | 0.46% | Add +3.7% | 1,537 | $1.0M |
| Engineers Gate Manager LP | 0.01% | Reduce -83.6% | 1,533 | $1.0M |
| Great Lakes Advisors, LLC | 0.01% | Add +7.2% | 1,526 | $1.0M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -97.5% | 1,523 | $1.0M |
| Viawealth, LLC | 0.57% | No change | 1,509 | $1.0M |
| Retireful, LLC | 1.42% | Add +8.8% | 1,477 | $1.0M |
| Sandler Capital Management | 0.68% | Reduce -22.5% | 1,462 | $996K |
| Altshuler Shaham Ltd | 0.02% | Add +13.8% | 1,450 | $988K |
| Meeder Advisory Services, Inc. | 0.04% | Add +6.5% | 1,448 | $986K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -0.2% | 1,434 | $977K |
| Childress Capital Advisors, LLC | 0.18% | Reduce -2.0% | 1,433 | $976K |
| NewEdge Advisors, LLC | 0.00% | Reduce -41.2% | 1,425 | $971K |
| Smith Chas P & Associates Pa Cpas | 0.05% | Reduce -21.9% | 1,422 | $969K |
| Kera Capital Partners, Inc. | 0.12% | Add +3.0% | 1,418 | $966K |
| Cetera Trust Company, N.A | 0.54% | Reduce -0.7% | 1,415 | $964K |
| Baker Avenue Asset Management, LP | 0.02% | Add +9.2% | 1,407 | $958K |
| First Eagle Investment Management, LLC | 0.00% | Reduce -15.4% | 1,401 | $954K |
| Yorktown Management & Research Co Inc | 0.80% | No change | 1,400 | $954K |
| GeoWealth Management, LLC | 0.03% | Reduce -19.8% | 1,357 | $924K |
| Guardian Capital, LLC | 0.88% | No change | 1,348 | $918K |
| LGT Group Foundation | 0.01% | No change | 1,336 | $910K |
| Centiva Capital, LP | 0.04% | New | 1,320 | $899K |
| Olde Wealth Management, LLC | 0.28% | No change | 1,316 | $896K |
| Quantum Portfolio Management LLC | 0.39% | Reduce -9.0% | 1,300 | $885K |
| Farther Finance Advisors, LLC | 0.01% | Add +13.3% | 1,264 | $881K |
| QRG Capital Management, Inc. | 0.01% | Add +12.2% | 1,285 | $875K |
| Lakeridge Wealth Management LLC | 0.38% | No change | 1,281 | $873K |
| McGowan Group Asset Management, Inc. | 0.11% | No change | 1,275 | $868K |
| GAMMA Investing LLC | 0.04% | Add +5.2% | 1,274 | $868K |
| Intrust Bank NA | 0.07% | Add +27.9% | 1,259 | $858K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.8% | 1,252 | $853K |
| NorthCrest Asset Manangement, LLC | 0.03% | Reduce -2.8% | 1,198 | $832K |
| Linscomb Wealth, Inc. | 0.04% | Add +16.7% | 1,217 | $829K |
| Central Pacific Bank - Trust Division | 0.11% | Reduce -4.0% | 1,210 | $824K |
| Morningstar Investment Management LLC | 0.05% | Add +26.2% | 1,208 | $823K |
| Syon Capital LLC | 0.04% | Reduce -21.2% | 1,205 | $821K |
| Polen Capital Management LLC | 0.01% | Reduce -1.6% | 1,192 | $812K |
| Polymer Capital Management (US) LLC | 0.12% | Reduce -54.3% | 1,190 | $811K |
| Bull Harbor Capital LLC | 0.22% | — | 1,182 | $805K |
| Dakota Wealth Management | 0.02% | Reduce -47.1% | 1,170 | $797K |
| HB Wealth Management, LLC | 0.01% | Add +46.9% | 1,169 | $796K |
| Confluence Investment Management LLC | 0.01% | No change | 1,160 | $790K |
| Compound Planning, Inc. | 0.02% | Add +10.4% | 1,160 | $790K |
| Kathmere Capital Management, LLC | 0.05% | Add +4.6% | 1,152 | $785K |
| Waverly Advisors, LLC | 0.01% | Add +139.8% | 1,144 | $779K |
| Ascent Group, LLC | 0.03% | Add +8.3% | 1,142 | $778K |
| 4WEALTH Advisors, Inc. | 0.66% | Reduce -6.1% | 1,225 | $774K |
| Personal Cfo Solutions, LLC | 0.11% | Add +8.0% | 1,120 | $763K |
| Graham Capital Management, L.P. | 0.03% | Add +39.8% | 1,100 | $749K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -24.4% | 1,096 | $747K |
| Mission Wealth Management, LP | 0.02% | Add +11.7% | 1,095 | $746K |
| North Dakota State Investment Board | 0.03% | Reduce -17.9% | 1,086 | $740K |
| Versant Capital Management, Inc | 0.07% | Add +26.8% | 1,075 | $732K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -48.7% | 1,075 | $732K |
| Krilogy Financial LLC | 0.02% | Reduce -1.3% | 1,005 | $724K |
| James Investment Research, Inc. | 0.08% | Add +23.8% | 1,050 | $715K |
| Essential Partners LLC | 0.24% | No change | 1,049 | $714K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.7% | 1,045 | $712K |
| Perbak Capital Partners LLP | 0.17% | Add +178.1% | 1,043 | $710K |
| Clearstead Advisors, LLC | 0.01% | No change | 1,036 | $706K |
| Clare Market Investments LLC | 0.15% | — | 1,030 | $702K |
| Pittenger & Anderson Inc. | 0.03% | Add +39.7% | 1,021 | $695K |
| Composition Wealth, LLC | 0.01% | Add +1.1% | 1,016 | $692K |
| Main Street Research LLC | 0.04% | Add +10.4% | 1,012 | $689K |
| Alexander Labrunerie & Co., Inc. | 0.26% | No change | 1,000 | $681K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Reduce -0.5% | 996 | $678K |
| OneDigital Investment Advisors LLC | 0.01% | Add +10.2% | 992 | $676K |
| BCS Private Wealth Management, Inc. | 0.20% | No change | 986 | $672K |
| Miramar Capital, LLC | 0.15% | Reduce -8.3% | 986 | $672K |
| Asset Management Group, Inc. | 0.11% | No change | 986 | $671K |
| Penobscot Investment Management Company, Inc. | 0.05% | No change | 980 | $667K |
| Trust Point Inc. | 0.06% | Add +0.3% | 980 | $667K |
| Certuity, LLC | 0.04% | Add +25.9% | 976 | $665K |
| Leonteq Securities AG | 0.04% | Reduce -19.8% | 970 | $661K |
| Callan Family Office, LLC | 0.01% | Reduce -0.2% | 968 | $660K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 960 | $654K |
| Hilltop National Bank | 0.15% | Add +90.4% | 952 | $648K |
| WoodTrust Financial Corp | 0.08% | No change | 950 | $647K |
| Marex Group Ltd | 0.01% | New | 937 | $638K |
| Meiji Yasuda Asset Management Co Ltd. | 0.03% | Add +9.5% | 930 | $633K |
| Grove Street Fiduciary, LLC | 0.28% | No change | 926 | $631K |
| Profund Advisors LLC | 0.02% | Add +12.0% | 922 | $628K |
| Qsemble Capital Management, LP | 0.05% | New | 905 | $616K |
| Cresset Asset Management, LLC | 0.00% | Add +44.0% | 900 | $614K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -10.5% | 893 | $608K |
| Verus Capital Partners, LLC | 0.04% | Add +8.5% | 890 | $606K |
| Diametric Capital, LP | 0.16% | Reduce -16.5% | 886 | $603K |
| Modern Wealth Management, LLC | 0.01% | Add +1.2% | 863 | $602K |
| Independent Advisor Alliance | 0.01% | Reduce -3.7% | 878 | $598K |
| HUB Investment Partners, LLC | 0.01% | Add +12.3% | 875 | $596K |
| Morey & Quinn Wealth Partners, LLC | 0.42% | No change | 871 | $593K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +7.0% | 869 | $592K |
| Triasima Portfolio Management inc. | 0.09% | No change | 865 | $589K |
| Compass Ion Advisors, LLC | 0.06% | New | 858 | $584K |
| Heartwood Wealth Advisors LLC | 0.05% | Reduce -15.0% | 850 | $579K |
| Vontobel Holding Ltd. | 0.00% | Add +1.1% | 840 | $572K |
| BankChampaign, National Association | 0.57% | Reduce -4.2% | 839 | $571K |
| Burns Matteson Capital Management, LLC | 0.22% | Reduce -2.6% | 833 | $567K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +22.2% | 832 | $567K |
| Park Edge Advisors, LLC | 0.13% | Add +100.7% | 827 | $563K |
| Advisory Alpha, LLC | 0.02% | No change | 814 | $555K |
| Horizon Financial Services, LLC | 0.24% | No change | 813 | $554K |
| Arista Wealth Management, LLC | 0.07% | No change | 813 | $554K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Add +3.7% | 811 | $553K |
| Evolve Private Wealth, LLC | 0.03% | Add +4.5% | 805 | $548K |
| World Investment Advisors | 0.01% | Reduce -4.9% | 801 | $546K |
| Wealthspan Partners, LLC | 0.19% | No change | 800 | $545K |
| Duncker Streett & Co. Inc. | 0.10% | No change | 800 | $545K |
| Boothbay Fund Management, LLC | 0.01% | Add +104.6% | 800 | $545K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -10.5% | 798 | $544K |
| Index Technologies Group LLC | 0.59% | Reduce -9.6% | 793 | $540K |
| Mgo One Seven LLC | 0.01% | Add +14.9% | 780 | $532K |
| Numerai GP LLC | 0.05% | Reduce -51.0% | 779 | $531K |
| Legacy Capital Group California, Inc. | 0.20% | Reduce -24.8% | 772 | $526K |
| Ramirez Asset Management, Inc. | 0.06% | No change | 770 | $524K |
| IFP Advisors, Inc | 0.01% | Add +10.3% | 770 | $524K |
| Alps Advisors Inc. | 0.00% | Reduce -16.1% | 754 | $514K |
| Gateway Wealth Partners, LLC | 0.02% | New | 752 | $512K |
| Quent Capital, LLC | 0.04% | Reduce -15.5% | 751 | $512K |
| IHT Wealth Management, LLC | 0.01% | Add +4.5% | 743 | $506K |
| Crestwood Advisors Group, LLC | 0.01% | Add +8.5% | 743 | $506K |
| PFG Investments, LLC | 0.02% | No change | 743 | $506K |
| Spire Wealth Management | 0.02% | Add +8.2% | 742 | $505K |
| EntryPoint Capital, LLC | 0.15% | Add +10.9% | 741 | $505K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +1.1% | 733 | $499K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | No change | 732 | $499K |
| Allworth Financial LP | 0.00% | Add +70.7% | 729 | $497K |
| Summit Financial, LLC | 0.01% | Add +4.5% | 728 | $496K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.20% | New | 725 | $494K |
| UniSuper Management Pty Ltd | 0.00% | New | 720 | $490K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 718 | $489K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -73.6% | 717 | $488K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -98.3% | 717 | $488K |
| Gateway Investment Advisers LLC | 0.01% | Add +33.8% | 713 | $486K |
| NFSG Corp | 0.08% | Reduce -78.6% | 703 | $479K |
| HM Payson & Co. | 0.01% | Add +9.4% | 696 | $474K |
| Martingale Asset Management L P | 0.01% | Reduce -77.4% | 694 | $473K |
| Optas, LLC | 0.07% | Add +0.3% | 693 | $472K |
| Bryant Woods Investment Advisors, LLC | 0.17% | No change | 692 | $471K |
| Ballentine Partners, LLC | 0.01% | Reduce -2.5% | 690 | $470K |
| Anb Bank | 0.19% | Add +1.9% | 686 | $467K |
| Plato Investment Management Ltd | 0.03% | New | 683 | $465K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -29.4% | 678 | $462K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -1.2% | 668 | $455K |
| Mutual Advisors, LLC | 0.01% | Reduce -23.3% | 667 | $454K |
| Quantitative Investment Management, LLC | 0.05% | New | 665 | $452K |
| Banque Cantonale Vaudoise | 0.02% | Reduce -29.6% | 658 | $448K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 655 | $446K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +11.6% | 653 | $445K |
| Greenleaf Trust | 0.00% | Add +3.2% | 652 | $444K |
| Atwood & Palmer Inc. | 0.02% | No change | 648 | $441K |
| Sowell Financial Services LLC | 0.02% | Add +3.2% | 644 | $439K |
| Citizens Financial Group Inc. | 0.01% | Add +36.8% | 636 | $433K |
| Cibc World Market Inc. | 0.00% | Add +10.7% | 633 | $431K |
| Princeton Global Asset Management LLC | 0.07% | No change | 630 | $429K |
| Oak Associates Ltd. | 0.03% | Reduce -43.1% | 628 | $428K |
| Greenwood Capital Associates LLC | 0.05% | Reduce -9.7% | 623 | $424K |
| Signaturefd, LLC | 0.01% | Add +10.8% | 623 | $424K |
| Ellevest, Inc. | 0.06% | Add +2.0% | 622 | $424K |
| Mayflower Financial Advisors, LLC | 0.05% | Add +1.5% | 620 | $422K |
| Evoke Wealth, LLC | 0.01% | Add +47.8% | 615 | $419K |
| Caerus Investment Advisors, LLC | 0.18% | Add +0.2% | 614 | $418K |
| Pennsylvania Capital Management Inc. | 0.12% | Reduce -8.4% | 613 | $418K |
| Prudential PLC | 0.00% | New | 610 | $415K |
| TCW Group Inc. | 0.00% | Add +2.7% | 608 | $414K |
| Waddell & Associates, LLC | 0.02% | Add +21.9% | 607 | $413K |
| Red Spruce Capital, LLC | 0.17% | No change | 605 | $412K |
| Balefire, LLC | 0.08% | Reduce -23.5% | 605 | $412K |
| GTS Securities LLC | 0.01% | New | 604 | $411K |
| DRW Securities, LLC | 0.02% | Add +4.2% | 600 | $409K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -3.2% | 599 | $408K |
| Banque Pictet & Cie SA | 0.00% | Add +51.8% | 598 | $407K |
| Jump Financial, LLC | 0.01% | Reduce -93.5% | 597 | $407K |
| Retirement Management Systems Inc. | 0.10% | Reduce -12.5% | 595 | $405K |
| Wedmont Private Capital | 0.01% | Add +16.0% | 550 | $401K |
| Concentric Capital Strategies, LP | 0.03% | New | 588 | $400K |
| Essex LLC | 0.07% | No change | 580 | $395K |
| DGS Capital Management, LLC | 0.06% | Add +32.7% | 576 | $392K |
| Van Hulzen Asset Management, LLC | 0.03% | New | 575 | $392K |
| Advisors Capital Management, LLC | 0.00% | No change | 569 | $388K |
| AlphaGrep UK Ltd | 0.11% | Reduce -36.3% | 567 | $386K |
| Frec Markets, Inc. | 0.07% | New | 560 | $381K |
| Caisse de depot et placement du Quebec | 0.00% | New | 555 | $378K |
| Journey Strategic Wealth LLC | 0.01% | Add +21.4% | 555 | $378K |
| Mediolanum International Funds Ltd | 0.00% | New | 591 | $374K |
| denkapparat Operations GmbH | 0.15% | No change | 548 | $373K |
| Parcion Private Wealth LLC | 0.02% | Add +12.1% | 546 | $372K |
| Massachusetts Wealth Management | 0.16% | No change | 545 | $371K |
| Root Financial Partners, LLC | 0.02% | Add +321.7% | 544 | $371K |
| Falcon Wealth Planning | 0.03% | No change | 541 | $368K |
| Savvy Advisors, Inc. | 0.01% | Add +32.1% | 539 | $367K |
| Siemens Fonds Invest GmbH | 0.02% | New | 534 | $364K |
| UMB Bank, n.a. | 0.01% | Add +1.7% | 532 | $362K |
| Fiduciary Trust Co | 0.00% | Add +31.5% | 526 | $358K |
| Tiemann Investment Advisors, LLC | 0.14% | Add +15.3% | 513 | $349K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +11.7% | 508 | $346K |
| Moody National Bank Trust Division | 0.03% | No change | 508 | $346K |
| Magnolia Capital Advisors LLC | 0.07% | New | 504 | $343K |
| Purkiss Capital Advisors LLC | 0.15% | No change | 503 | $343K |
| Daiichi Life Insurance Co., Ltd. | 0.01% | New | 502 | $342K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -0.2% | 501 | $341K |
| Nkcfo LLC | 0.10% | No change | 500 | $341K |
| Pacifica Partners Inc. | 0.11% | No change | 500 | $341K |
| Chicago Capital, LLC | 0.01% | No change | 500 | $341K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -18.9% | 498 | $339K |
| Jackson Creek Investment Advisors LLC | 0.10% | Reduce -0.2% | 490 | $334K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +2.3% | 489 | $333K |
| Rothschild Wealth LLC | 0.03% | Add +28.7% | 489 | $333K |
| Argos Wealth Advisors, LLC | 0.10% | No change | 486 | $331K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 484 | $330K |
| Brand Asset Management Group, Inc. | 0.09% | No change | 482 | $328K |
| Arax Advisory Partners | 0.01% | Reduce -32.3% | 481 | $328K |
| First Commonwealth Financial Corp | 0.05% | Add +0.6% | 481 | $328K |
| Claret Asset Management Corp | 0.04% | Add +0.2% | 469 | $319K |
| Wedbush Securities Inc. | 0.01% | Add +4.9% | 469 | $319K |
| Fidelis Capital Partners, LLC | 0.02% | Add +0.2% | 465 | $317K |
| Muirfield Wealth Advisors LLC | 0.23% | No change | 464 | $316K |
| Keating Financial Advisory Services, Inc. | 0.05% | Reduce -68.9% | 462 | $315K |
| Sivia Capital Partners, LLC | 0.06% | Reduce -45.5% | 456 | $311K |
| PCM Encore, LLC | 0.06% | No change | 452 | $308K |
| Marco Investment Management LLC | 0.02% | No change | 450 | $307K |
| Cannell & Spears LLC | 0.01% | Reduce -4.3% | 444 | $302K |
| TABR Capital Management, LLC | 0.28% | New | 442 | $301K |
| Vise Technologies, Inc. | 0.01% | No change | 545 | $300K |
| Jackson Thornton Wealth Management, LLC | 0.03% | Add +4.9% | 410 | $298K |
| MeadowBrook Investment Advisors LLC | 0.27% | Reduce -31.8% | 434 | $296K |
| Ifrah Financial Services, Inc. | 0.08% | Reduce -2.7% | 432 | $295K |
| Indivisible Partners | 0.03% | New | 430 | $293K |
| Venturi Wealth Management, LLC | 0.01% | New | 429 | $292K |
| Hancock Whitney Corp. | 0.01% | Reduce -27.3% | 405 | $292K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -21.6% | 428 | $292K |
| RFG Advisory, LLC | 0.01% | Reduce -1.6% | 426 | $290K |
| Expressive Wealth LLC | 0.28% | Reduce -45.1% | 390 | $290K |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.04% | New | 423 | $288K |
| Essex Financial Services, Inc. | 0.02% | Add +13.5% | 421 | $287K |
| Bridgewater Advisors Inc. | 0.02% | Add +0.5% | 383 | $286K |
| Washington Trust Advisors, Inc. | 0.02% | Reduce -0.2% | 420 | $286K |
| Journey Retirement Planning & Investment Management LLC | 0.25% | Reduce -67.7% | 419 | $285K |
| Prospera Financial Services Inc | 0.00% | New | 419 | $285K |
| Cordatus Wealth Management LLC | 0.07% | New | 417 | $284K |
| Cornerstone Wealth Group, LLC | 0.02% | Add +3.4% | 394 | $283K |
| Glenview Trust Co | 0.00% | Add +0.2% | 413 | $281K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 410 | $279K |
| Western Wealth Management, LLC | 0.01% | New | 410 | $279K |
| Montag A & Associates Inc. | 0.01% | Add +21.9% | 407 | $277K |
| Long Island Wealth Management, Inc. | 0.13% | No change | 405 | $276K |
| True Freedom Investing, LLC | 0.02% | No change | 400 | $272K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 400 | $272K |
| International Assets Investment Management, LLC | 0.02% | Reduce -14.2% | 386 | $269K |
| AdvisorShares Investments LLC | 0.05% | New | 394 | $268K |
| Sage Investment Counsel LLC | 0.30% | No change | 392 | $267K |
| Earned Wealth Advisors, LLC | 0.02% | New | 391 | $266K |
| Pure Financial Advisors, LLC | 0.00% | Reduce -13.7% | 386 | $263K |
| Interchange Capital Partners, LLC | 0.08% | Reduce -38.6% | 669 | $262K |
| Richmond Investment Services, LLC | 0.04% | No change | 384 | $262K |
| One Wealth Capital Management, LLC | 0.11% | Reduce -1.1% | 369 | $261K |
| Seeds Investor LLC | 0.04% | New | 350 | $260K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +1.3% | 382 | $260K |
| Aberdeen Group plc | 0.00% | New | 381 | $260K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +336.8% | 380 | $259K |
| Annex Advisory Services, LLC | 0.00% | Add +1.3% | 378 | $257K |
| Ewa, LLC | 0.06% | Add +1.9% | 377 | $257K |
| Wealthfront Advisers LLC | 0.00% | Add +3.0% | 375 | $255K |
| Cyndeo Wealth Partners, LLC | 0.01% | No change | 374 | $255K |
| Emprise Bank | 0.10% | No change | 371 | $253K |
| nVerses Capital, LLC | 0.23% | New | 367 | $250K |
| Aspiriant, LLC | 0.01% | New | 367 | $250K |
| Greenline Wealth Management LLC | 0.29% | Add +9.9% | 366 | $250K |
| Almanack Investment Partners, LLC. | 0.04% | Reduce -9.8% | 366 | $249K |
| Westwood Holdings Group Inc. | 0.00% | New | 366 | $249K |
| Advisortrust Partners, LLC | 0.10% | New | 363 | $247K |
| DV Trading LLC | 0.02% | New | 360 | $245K |
| Lanark Financial, Inc. | 0.02% | Reduce -39.7% | 360 | $245K |
| Marotta Asset Management | 0.04% | New | 350 | $244K |
| Bradley Foster & Sargent Inc. | 0.00% | New | 357 | $243K |
| Wick Capital Partners, LLC | 0.04% | New | 357 | $243K |
| Cooper Financial Group | 0.02% | Reduce -15.2% | 357 | $243K |
| Advisory Services Network, LLC | 0.00% | New | 357 | $243K |
| D.A. Davidson & Co. | 0.00% | Reduce -7.5% | 357 | $243K |
| Cigna Investments Inc. | 0.04% | Reduce -4.3% | 356 | $243K |
| FSM Wealth Advisors, LLC | 0.03% | Reduce -28.9% | 354 | $241K |
| Global Wealth Management Investment Advisory, Inc. | 0.04% | New | 354 | $241K |
| waypoint wealth counsel | 0.12% | Reduce -8.1% | 353 | $240K |
| Knightsbridge Asset Management, LLC | 0.03% | New | 353 | $240K |
| Metis Global Partners, LLC | 0.01% | New | 353 | $240K |
| Adalta Capital Management LLC | 0.11% | New | 352 | $240K |
| CDM Financial Counseling Services, Inc. | 0.23% | New | 350 | $238K |
| Clean Yield Group | 0.07% | No change | 350 | $238K |
| Bridges Investment Management Inc. | 0.00% | New | 350 | $238K |
| Evolution Advisers, Inc. | 0.10% | No change | 350 | $238K |
| BTG Pactual Asset Management US LLC | 0.02% | New | 348 | $237K |
| Waldron Private Wealth LLC | 0.01% | New | 348 | $237K |
| CHICAGO TRUST Co NA | 0.04% | New | 346 | $236K |
| Lombard Odier Asset Management (USA) Corp | 0.18% | New | 342 | $233K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 341 | $232K |
| Tuttle Capital Management, LLC | 0.38% | New | 340 | $232K |
| Philadelphia Trust Co. | 0.02% | New | 339 | $231K |
| Prelude Capital Management, LLC | 0.02% | Reduce -43.9% | 336 | $229K |
| AlphaCore Capital LLC | 0.01% | Reduce -28.6% | 335 | $228K |
| Rothschild Investment LLC | 0.01% | Add +35.6% | 335 | $228K |
| Daymark Wealth Partners, LLC | 0.01% | New | 332 | $226K |
| New Hampshire Trust | 0.05% | Reduce -28.6% | 330 | $225K |
| Oakworth Capital, Inc. | 0.01% | Reduce -19.5% | 330 | $225K |
| Quarry LP | 0.05% | Add +202.8% | 330 | $225K |
| Beacon Financial Advisory LLC | 0.05% | New | 329 | $224K |
| Van Den Berg Management I, Inc. | 0.05% | New | 327 | $223K |
| GFS Advisors, LLC | 0.01% | New | 327 | $223K |
| Archer Investment Corp | 0.05% | New | 325 | $221K |
| Pinkerton Wealth, LLC | 0.02% | No change | 400 | $221K |
| Howard Wealth Management, LLC | 0.09% | New | 320 | $218K |
| Equitable Holdings, Inc. | 0.00% | Reduce -32.9% | 394 | $217K |
| Sage Rhino Capital LLC | 0.04% | New | 317 | $216K |
| Hudson Edge Investment Partners Inc. | 0.03% | Reduce -49.7% | 317 | $216K |
| Belpointe Asset Management LLC | 0.01% | Reduce -31.7% | 315 | $215K |
| COFG Advisors, LLC | 0.05% | New | 314 | $214K |
| Checchi Capital Advisers, LLC | 0.01% | New | 310 | $211K |
| Waterford Advisors, LLC | 0.07% | New | 333 | $210K |
| Parallel Advisors, LLC | 0.00% | Add +10.5% | 305 | $208K |
| Ledyard National Bank | 0.02% | New | 305 | $208K |
| Hummer Financial Advisory Services Inc | 0.14% | New | 300 | $204K |
| SageView Advisory Group, LLC | 0.01% | Add +1.4% | 300 | $204K |
| Aureum Wealth Management, LLC | 0.14% | New | 300 | $204K |
| Creative Capital Management Investments LLC | 0.06% | New | 300 | $204K |
| Platform Technology Partners | 0.04% | New | 300 | $204K |
| XML Financial, LLC | 0.02% | New | 300 | $204K |
| Aigen Investment Management, LP | 0.05% | New | 299 | $204K |
| Strategy Asset Managers LLC | 0.03% | New | 299 | $204K |
| Bayforest Capital Ltd | 0.23% | Reduce -56.2% | 298 | $203K |
| BDFS Capital LLC | 0.10% | New | 298 | $203K |
| Savant Capital, LLC | 0.00% | New | 296 | $202K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -19.5% | 293 | $200K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -9.3% | 311 | $197K |
| True Wealth Design, LLC | 0.05% | No change | 276 | $188K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +10.5% | 274 | $187K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -17.5% | 273 | $186K |
| Orion Capital Management LLC | 0.06% | Add +3.9% | 268 | $183K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | New | 240 | $163K |
| Vanguard National Trust Co | 0.01% | — | 234 | $159K |
| Wilkerson Advisory Group LLC | 0.05% | New | 230 | $157K |
| Generali Investments, Management Co LLC | 0.04% | Add +159.1% | 228 | $155K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 240 | $151K |
| Tsfg, LLC | 0.02% | No change | 217 | $148K |
| Huntington National Bank | 0.00% | Add +1.0% | 205 | $140K |
| Group One Trading LLC | 0.00% | Add +32.4% | 196 | $134K |
| Hager Investment Management Services, LLC | 0.07% | No change | 185 | $126K |
| Westpac Banking Corp. | 0.01% | Add +6.4% | 182 | $124K |
| Park Place Capital Corp | 0.02% | Add +5.5% | 173 | $118K |
| Sunbelt Securities, Inc. | 0.01% | Add +112.5% | 170 | $116K |
| Wellington Shields & Co., LLC | 0.03% | No change | 169 | $115K |
| SouthState Bank Corp | 0.01% | Reduce -4.0% | 168 | $114K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -6.0% | 157 | $114K |
| Sachetta, LLC | 0.06% | Reduce -2.4% | 163 | $111K |
| Optiver Holding B.V. | 0.00% | New | 162 | $110K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -5.3% | 160 | $109K |
| Ancora Advisors LLC | 0.00% | Add +10.3% | 160 | $109K |
| Wall Street Financial Group, Inc. | 0.06% | New | 154 | $105K |
| Harbour Investments, Inc. | 0.00% | Reduce -55.0% | 152 | $104K |
| Larson Financial Group LLC | 0.00% | Add +35.5% | 149 | $101K |
| Hazlett, Burt & Watson, Inc. | 0.03% | No change | 135 | $93K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +139.3% | 134 | $91K |
| Cedar Mountain Advisors, LLC | 0.02% | No change | 128 | $87K |
| Blue Trust, Inc. | 0.00% | Add +5.0% | 127 | $87K |
| Ares Financial Consulting, LLC | 0.07% | New | 120 | $84K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -2.5% | 117 | $80K |
| Owl Creek Wealth Partners LLC | 0.03% | — | 116 | $79K |
| 1 North Wealth Services LLC | 0.02% | No change | 100 | $68K |
| State of Wyoming | 0.01% | New | 100 | $68K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +31.5% | 96 | $65K |
| Park National Corp. | 0.00% | New | 93 | $63K |
| Kennebec Savings Bank | 0.05% | No change | 86 | $59K |
| YANKCOM Partnership | 0.02% | No change | 86 | $59K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -6.0% | 79 | $57K |
| Brown Brothers Harriman & Co. | 0.00% | Add +61.2% | 79 | $54K |
| CVA Family Office, LLC | 0.01% | Add +245.4% | 76 | $52K |
| Parkside Financial Bank & Trust | 0.00% | Add +3.0% | 68 | $46K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 63 | $43K |
| First Horizon Corp. | 0.00% | Add +5.1% | 62 | $42K |
| Mather Group, Llc. | 0.00% | New | 62 | $42K |
| Signature Equity Partners, LLC | 0.02% | Add +140.0% | 60 | $41K |
| JFS Wealth Advisors, LLC | 0.00% | Add +1.8% | 58 | $40K |
| Fortitude Family Office, LLC | 0.01% | Add +43.6% | 56 | $38K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 53 | $36K |
| Graney & King, LLC | 0.02% | No change | 50 | $34K |
| Wealth Preservation Advisors, LLC | 0.03% | New | 48 | $33K |
| Dogwood Wealth Management LLC | 0.01% | Add +65.5% | 48 | $33K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 48 | $33K |
| Bullock Wealth Management Group | 0.02% | No change | 45 | $31K |
| Zions Bancorporation, National Association | 0.00% | Add +33.3% | 44 | $30K |
| V-Square Quantitative Management LLC | 0.00% | Reduce -48.8% | 42 | $29K |
| Activest Wealth Management | 0.00% | No change | 36 | $25K |
| Wellington-Altus USA Inc. | 0.01% | New | 32 | $24K |
| MV Capital Management, Inc. | 0.00% | No change | 34 | $23K |
| Wellington Grp LLC | 0.01% | Reduce -12.8% | 34 | $23K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 34 | $23K |
| Minot DeBlois Advisors LLC | 0.02% | No change | 32 | $22K |
| Contravisory Investment Management, Inc. | 0.00% | Reduce -47.5% | 32 | $22K |
| Kemnay Advisory Services Inc. | 0.00% | New | 32 | $22K |
| Stone House Investment Management, LLC | 0.00% | No change | 30 | $20K |
| Private Trust Co. NA | 0.00% | Add +7.1% | 30 | $20K |
| Covestor Ltd | 0.01% | Reduce -38.3% | 29 | $20K |
| JPL Wealth Management, LLC | 0.00% | New | 28 | $19K |
| Financial Network Wealth Advisors LLC | 0.02% | Reduce -6.9% | 27 | $18K |
| Anchor Investment Management, LLC | 0.00% | No change | 25 | $17K |
| True Link Financial Advisors, LLC | 0.00% | New | 25 | $17K |
| Vision Retirement, LLC | 0.00% | No change | 24 | $16K |
| Robinswood Financial LLC | 0.01% | No change | 24 | $16K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 23 | $16K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 22 | $15K |
| Salomon & Ludwin, LLC | 0.00% | No change | 20 | $14K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 20 | $14K |
| IAG Wealth Partners, LLC | 0.00% | No change | 20 | $14K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -16.7% | 20 | $14K |
| Raffa Wealth Management, LLC | 0.00% | Add +5.6% | 19 | $13K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 19 | $13K |
| CENTRAL TRUST Co | 0.00% | Add +1700.0% | 18 | $12K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 17 | $12K |
| Meeder Asset Management Inc. | 0.00% | Reduce -26.1% | 17 | $12K |
| Richardson Financial Services Inc. | 0.01% | Reduce -22.7% | 17 | $12K |
| Elevation Wealth Partners, LLC | 0.00% | Reduce -5.9% | 16 | $11K |
| Triumph Capital Management | 0.00% | New | 15 | $10K |
| Clearstead Trust, LLC | 0.00% | No change | 15 | $10K |
| Avion Wealth | 0.00% | No change | 16 | $10K |
| Harvest Fund Management Co., Ltd | 0.00% | New | 14 | $10K |
| Rossby Financial, LCC | 0.00% | Add +50.0% | 12 | $8K |
| LRI Investments, LLC | 0.00% | New | 12 | $8K |
| Bare Financial Services, Inc | 0.00% | Add +10.0% | 11 | $7K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 10 | $7K |
| Elequin Capital, LP | 0.00% | New | 10 | $7K |
| Dunhill Financial, LLC | 0.00% | Add +800.0% | 9 | $7K |
| FWL Investment Management, LLC | 0.00% | No change | 9 | $6K |
| Crews Bank & Trust | 0.00% | New | 9 | $6K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 8 | $6K |
| Richardson Capital Management LLC | 0.00% | New | 8 | $5K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +60.0% | 8 | $5K |
| Accent Capital Management, LLC | 0.00% | No change | 7 | $5K |
| Rialto Wealth Management, LLC | 0.00% | Add +40.0% | 7 | $5K |
| Marquette Asset Management, LLC | 0.00% | Add +75.0% | 7 | $5K |
| Whipplewood Advisors, LLC | 0.00% | New | 6 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 6 | $4K |
| MTM Investment Management, LLC | 0.00% | No change | 6 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 6 | $4K |
| Hughes Financial Services, LLC | 0.00% | Add +50.0% | 6 | $4K |
| Park Square Financial Group, LLC | 0.03% | Reduce -84.6% | 6 | $4K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 6 | $4K |
| Valley National Advisers Inc. | 0.00% | No change | 7 | $4K |
| Addison Advisors LLC | 0.00% | No change | 5 | $3K |
| North Star Investment Management Corp. | 0.00% | Reduce -16.7% | 5 | $3K |
| Valued Wealth Advisors LLC | 0.00% | No change | 4 | $3K |
| Cromwell Holdings LLC | 0.00% | No change | 4 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 4 | $3K |
| MCF Advisors LLC | 0.00% | New | 4 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 4 | $3K |
| Bravera Wealth | 0.00% | No change | 4 | $3K |
| Rakuten Securities, Inc. | 0.00% | Reduce -20.0% | 4 | $3K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 4 | $3K |
| Ascentis Independent Advisors | 0.00% | New | 4 | $3K |
| Bogart Wealth, LLC | 0.00% | Add +100.0% | 4 | $3K |
| Kilter Group LLC | 0.00% | No change | 3 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 3 | $2K |
| Benson Wealth Management INC | 0.00% | No change | 3 | $2K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 3 | $2K |
| HFM Investment Advisors, LLC | 0.00% | Reduce -57.1% | 3 | $2K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +50.0% | 3 | $2K |
| SHP Wealth Management | 0.00% | New | 3 | $2K |
| 1015 Capital Partners, LLC | 0.00% | Add +100.0% | 2 | $1K |
| Cornerstone Financial Management LLC | 0.00% | No change | 2 | $1K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 2 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 2 | $1K |
| Seneschal Advisors, LLC | 0.00% | No change | 1 | $682 |
| Quaker Wealth Management, LLC | 0.00% | No change | 1 | $682 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $682 |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1 | $682 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 1 | $681 |
| Curio Wealth, LLC | 0.00% | New | 1 | $681 |
| Trust Co | 0.00% | No change | 1 | $681 |
| Creative Financial Designs Inc. | 0.00% | New | 1 | $681 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1 | $681 |
| CoreCap Advisors, LLC | 0.00% | Reduce -80.0% | 1 | $681 |
| Abound Wealth Management | 0.00% | No change | 1 | $457 |
"% of holder's portfolio" is CW's weight in each manager's 13F, not the share of Curtiss-Wright Corp. the manager owns.